Convelo Insurance Group

JOB SUMMARY

Convelo Insurance Group is seeking an Underwriting Assistant to assist Underwriters with quotes, binders, and policy issuance workflows.


KEY RESPONSIBILITIES

  • Establish new submission in the clearance system and handle according to established procedures
  • Assist Underwriters with quote, binder, and policy issuance workflows
  • Gathers and organizes information and reports (e.g., loss runs, risk assessments, and loss ratings) that support the underwriting decision.
  • Assist the Underwriter with the computation of rates and premiums.
  • Review incoming insurance applications for accuracy and completeness
  • Participate in the creation and development of the team's underwriting workflows and processes, including underwriting files for all bound accounts
  • Work with and follow up with producers for any outstanding information
  • Process and distribute insurance binders, endorsements and polices within processing standards established by management
  • Prepare all policies in accordance with final binders inclusive of review by underwriting staff
  • Manage all account documentation



QUALIFICATIONS

  • 1-3 years of underwriting experience
  • Bachelor's Degree
  • Demonstrated strong written and oral communication skills
  • Ability to work both independently and within a team environment

Convelo Insurance Group
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